Jesse E Burnett

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Morgan Stanley Smith Barney
  Manchester, NH
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2010-12-10 → 2011-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA

Other Businesses

*302083- Rental Property; Investment related-Yes; Haverhill , Massachusetts; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2012; During business hours: 0; After business hours: 1; Landlord, property owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-04
• S63 Uniform Securities Agent State Law Examination
  2002-05-08

Other Names

• Jesse Edward Burnett